OOA

Event Details:                                                                                                                                                           printer-friendly page

This past year, one of the key trends affecting companies of all sizes is the “outsourcing” or “offshoring” of business functions that used to be provided internally within a company to third-party vendors who specialize in the operation and management of such functions. It has been widely adopted by many businesses when it comes to operations such as accounting, data processing and storage, computer applications, network management, customer service and human resources. Significantly, because of the economic conditions, companies have begun to outsource legal processes as well. As a result, outsourcing creates a host of issues that cover a wide range of legal areas, including information technology, intellectual property, tax, employment, privacy and data security, regulatory affairs, corporate matters, insurance, real estate and dispute resolution.

This Live Webcast will teach attorneys, among other things, how to draft documentation for external service provider deals, including offshore outsourcing transactions, how to manage the outsourcing contract process, how to recognize and avoid common intellectual property pitfalls, how to use outsourcing to acquire Green Technology and impose Green Technology requirements, how to address privacy and data security issues, how to develop proper market prices for vendor services and how to prepare for dispute resolution in outsourcing arrangements. This program is appropriate for all attorneys and other business professionals who are involved in any type of outsourcing arrangements.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Conference
Recommended CLE/CPE Hours: 1.75 - 2.0
(Please note, your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date.)
Advance Preparation: Print and review course materials
Course Code: 093860
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for Outsourcing and Offshoring for Attorneys live webcast:


  Event Talking Points (click here to view more)
SEGMENT 1:


Arie Y. Lewin, Professor, Strategy and International Business, Director, Center for International Business Education and Research (CIBER) ,
Duke University, Fuqua School of Business

1. Legal services outsourcing is rapidly growing practice
2. LPO providers have diverse capabilities
3. LPO domestic outsourcing and shared services migrating offshore
4. Some legal services must stay onshore
5. Cost savings are very significant

SEGMENT 2:


George Kimball, Partner,
Baker & McKenzie LLP

- Ethics opinions permit offshore legal support services.
- As with paralegals or law clerks, the US lawyer must supervise.
- US lawyer is responsible for ethical compliance (confidences, conflicts, competence, etc.)
- Compliance requires a thorough investigation and ongoing, active supervision.
- Key protections should be built into the contract, not only for compliance, but also for
  performance, remedies.

SEGMENT 3:


Paul Mandell, President,
Clutch Group

The internal components of an LPO company How to choose an LPO vendor Identifying services that are (and are not) a good fit for LPO Pitfalls to avoid in pursuing LPO



Duke University, Fuqua School of Business
Arie Y. Lewin
Professor, Strategy and International Business
Director, Center for International Business Education and Research (CIBER)
                        speaker bio »»

Baker & McKenzie LLP
George Kimball
Partner
speaker bio »»

Clutch Group
Paul Mandell
President
speaker bio »»

Who Should Attend?

- Outsourcing/Offshore Attorneys
- General Counsel
- Mid to Large Cap Publically Traded
- Multi National Companies

Why Attend?

This is a must attend event to anyone interested in understanding the related updates on Outsourcing and Offshoring for Attorneys
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Registration Information:                                                                                                                                    



Outsourcing and Offshoring for Attorneys: A 2009 Perspective
Speaker Firms:







 

The Knowledge Conference is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In New York, our programs are submitted immediately after the event live date and attendees are sent the approval codes once we receive them from the New York State Bar. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org


 
Enrolled Agents Sponsor ID Number: 760

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.